Practice Management Blog

Release Notes: January 2023

Notable Changes

  • ๐Ÿ”ฅ

    New: Client Diagnosis feature launched:

    • Record custom diagnosis in the account
    • Add client diagnosis to the clientโ€™s profile
    • Record the client diagnosis on the clients invoice and superbill for insurance claiming
  • ๐Ÿ”ฅ

    New: Support Arabic currency and date format on invoice PDFs for Arabic locales

  • ๐Ÿ‘

    Improved: Removed the previous block on exporting reports to Excel when on an iOS device

  • ๐Ÿ‘

    Improved: Medicare Payment Status Report date range defaults to one month instead of one year

  • ๐Ÿ‘

    Improved: Updated to a new file uploader for notes and forms attachments

  • ๐Ÿ‘

    Improved: Business Name duplicated in the first name field when adding a new third party profile

  • ๐Ÿ‘

    Improved: Diagnosis field hidden on editing invoice page for clientโ€™s with no recorded diagnosis

  • ๐Ÿ‘

    Improved: Reworded error message encountered when submitting Medicare claims for a client with an address over the maximum character allowance

  • ๐Ÿ‘

    Improved: ItemQty defaults to printing two decimal places

  • ๐Ÿ‘

    Improved: Updated the look of the Credit Card Billing (Stripe) page

  • ๐Ÿ‘

    Improved: Updated the prompt when disconnecting from Stripe to give more information on the action

  • ๐Ÿ‘

    Improved: Updated the look of the Medicare Dashboard in preparation for an upcoming new feature

  • ๐Ÿ› ๏ธ

    Fixed: Editing form triggered the unsaved changes prompt when no new changes have been made

  • ๐Ÿ› ๏ธ

    Fixed: Long item description was cutting off the content on the invoice and statement print out

  • ๐Ÿ› ๏ธ

    Fixed: Session Pack hours used count not showing on the clientโ€™s Appointments list

  • ๐Ÿ› ๏ธ

    Fixed: Telehealth link not working for some UK customers

  • ๐Ÿ› ๏ธ

    Fixed: Middle name not saved to profile when adding a referrer

  • ๐Ÿ› ๏ธ

    Fixed: Long file names were cut off when viewing the communication editorโ€™s uploaded files

  • ๐Ÿ› ๏ธ

    Fixed: Successful Tyro healthpoint claims remained as Pending, and payments were not recorded in the system

  • ๐Ÿ› ๏ธ

    Fixed: Online forms not opening for some customers

  • ๐Ÿ› ๏ธ

    Fixed: System freezing when recurring a long appointment series for some UK customers

  • ๐Ÿ› ๏ธ

    Fixed: Slow response when updating the default billing discount to existing future invoices for some UK customers

  • ๐Ÿ› ๏ธ

    Fixed: Unable to delete text when editing an email or letter on mobile device

  • ๐Ÿ› ๏ธ

    Fixed: Some date merge fields include hours

  • ๐Ÿ› ๏ธ

    Fixed: Issue fetching client SMS replies


Share this on:

Related Articles

START IN [month] and get your first 6 months at 50% off!
Start Your Free Trial Now
No credit card required